$Apple(AAPL)$ Apple has an event coming up called "Pro and Tell" on October 28 in Los Angeles, California, and the invites are already out. The official icon shows the classic Apple logo swiping across the screen. The big focus looks like a new MacBook, and after years of speculation about a touchscreen OLED MacBook, this one seems to fit that description. There's been talk of the name "MacBook Ultra" floating around, though it seems Apple may stick with "Pro" for what could be its most premium laptop yet. There could be more on the way as well. Bloomberg's Mark Gurman has mentioned slightly redesigned OLED iPad minis and updated iMacs. The new iPad mini may not be a huge change compared to the 2024 8-inch model, but a new screen could give i
$Amazon.com(AMZN)$ Close over 265, I think. Everyone who sold this morning is probably in shock when they check the price, but they're too scared to chase at 265-266 because they got burned the past few days after chasing the big move on Monday when nothing really happened. Then it gaps up and rips through the level where you'd be chasing at the weekly highs. Just a guess, it could close stuck in the range at 262.5 since it's opex, but I think a 265 close makes more sense if this really is the continuation move.
$Apple(AAPL)$ The last two days have felt like watching pockets get picked. It looks like a liquidity event was created by hitting stop loss orders and pulling shorts in, which let the institutions vacuum up shares before earnings. AAPL has been a long-term hold for me since 2011/2012, and I'm staying with it. $345.00 is the breakout point, and volume needs to pick up on the breakout.
$Apple(AAPL)$ Melius Research reiterated its Buy rating and $370 price target on Apple, describing the rally to a $5 trillion valuation as one of Wall Street's most disliked. Apple is up 26% YTD, helped by relatively low AI capital spending and strong buyback capacity. Melius sees more upside from higher iPhone selling prices, Services growth and new products.
$Apple(AAPL)$ Found buyers in the 331.93 – 325.08 support zone and pushed higher. That move let long positions lock in partial profits while running the rest risk-free. Trade the blue box, high frequency areas.
$Amazon.com(AMZN)$ Too many catalysts. Rezolve AI, Decart AI, Anthropic IPO, Anthropic quarterly profits, cell phone service, satellite internet TV. $300 on the horizon.
$Amazon.com(AMZN)$ This is where holding power matters. The market is seeing a broad sell-off, but AMZN remains fundamentally strong. Selling only makes sense if you can't hold for at least 2 to 3 weeks.
$Amazon.com(AMZN)$ Anthropic's numbers look really strong, which suggests Amazon's AI revenue should keep growing even with the CPI data in the mix. Buying when nobody wants it makes sense to me.
$Amazon.com(AMZN)$ Earnings season is heating up, and capital could increasingly rotate into financials and streaming leaders. $Netflix(NFLX)$ reports October 20, and with expectations building around the results, this is one name worth watching closely heading into earnings.